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ADV and Privacy Notices

I recently updated my Form ADV with the State of Colorado due to bringing in a business partner. In a future newsletter, I’ll highlight him and share with you a little more about how he complements my business and what I’m doing for you.

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What is an ADV you ask? It’s a form and brochure that describes what Generosity Wealth Management is, who I am, and how we do business.

If you would like a copy, please click on the link below. For your reading pleasure, I also have included links to my privacy notices.

How exciting is all that?

Form ADV

Privacy Notice – Cambridge Investment Research

Privacy Notice – Generosity Wealth Management

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